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Investing

7 Ways to Derail Your Investment Portfolio

December 27, 2020

Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals.  You are all set, right? … Read More

Categories: estate planning, Investing, Planning for Emergencies, Retirement, risk management Tags: adult children, estate planning, Financial Planning, life insurance, long term care insurance, retirement, risk management

Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment?

June 23, 2020

We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More

Categories: Investing, Real Estate as an Investment Tags: Do it Yourself Investments, investing, real estate

Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV

June 23, 2020

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Wondering what steps you can take if you are worried about losing your job?  How do you take advantage of the market decline and current income tax rates?  These are… Read More

Categories: Investing, Planning for Emergencies, Taxes Tags: Market Decline, taxes

Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline

March 29, 2020

Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January.   While nobody… Read More

Categories: Investing Tags: Investments, IRA, Market Decline, Rebalancing, Roth Conversion

Market Timing – What if We Had a Crystal Ball?

February 10, 2020

What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest?   That’s the question that market analyst Nick… Read More

Categories: Investing Tags: Dollar Cost Averaging, Investments, market timing, retirement

Annuities: Are They a Good Move?

February 2, 2020

Is an annuity a good move?  It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet.  Like most everything else in… Read More

Categories: Annuities, Investing, Retirement Tags: annuities, Financial Planning, retirement

Is Your Investment Account Safe from Fraud and Cyber Thieves?

January 25, 2020

With cyber theft on the rise, cybersecurity has become a huge concern among businesses and individuals alike.  It is therefore very important to understand how to protect your investment accounts… Read More

Categories: Cybersecurity, Investing Tags: cybersecurity, Investments

Should You Do It Yourself? Investments and Financial Planning

November 9, 2019

Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More

Categories: Investing Tags: Do it Yourself Investments, Financial Planning, Investments

Inherited IRAs: Don’t Touch Without First Consulting a Professional

October 17, 2019

If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More

Categories: Investing, Retirement Tags: Financial Planning, inherited IRA, Investments, rules about Inherited IRA's

Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?

October 14, 2019

Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup… Read More

Categories: Bonds, Investing Tags: bonds, cost of bonds, Investments, risk of bonds

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